• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Masters Advisors

  • About Us
  • Our Approach
  • Our Services
  • Corporate
  • Blog
  • Contact
  • Client Log-in
Client Log-in Contact Us

The Master’s Minute

Helpful Tools and Tips

5 Things to Keep in Mind About Year-End Giving

December 6, 2022 by Lyle E. Hershey

As we officially enter the Christmas season and year-end is in sight, charitable giving becomes more of a focus for many people. It seems like there is some debate about how much of total charitable giving happens in December, but it clearly is the highest percentage month of giving for the year. As you make year-end giving preparations, here are five things to keep in mind. Giving appreciated securities to… Read More

Filed Under: Master's Minute

Weather The Storm

November 30, 2022 by Garrison R. North

It is no secret that 2022 has been a challenging year for investors. Both stocks and bonds are negative for the year, something that has only happened two times (1931 and 1969) in market history. These types of years in the market do not come often, but when they do, it can be difficult to know how to react and navigate the choppy waters wisely. Our adage for the year… Read More

Filed Under: Master's Minute

Thanksgiving: A Time of Grateful Reflection

November 22, 2022 by Jonathan Thompson

I do not know about you, but it is hard for me to believe that Thanksgiving is already here, and Christmas is just around the corner! Personally, I love this time of year! I enjoy the food and the rich times spent with family and friends. My wife and I have three kids, ages 5, 4 and 2, so getting to see the holiday season through the eyes of little… Read More

Filed Under: Master's Minute

The Master’s Minute – Solution Maker Verses Journey Taker

November 15, 2022 by Lyle E. Hershey

At our recent Advisor Group Conference in San Antonio that Charlie wrote about last week, Malcolm Gladwell, the esteemed author and speaker, kicked off the event on Wednesday evening. During his address, he discussed the differences between puzzles and mysteries. To solve a puzzle, we typically just need the right information and ability to sequence it in the proper order. On the other hand, a mystery is not about having… Read More

Filed Under: Master's Minute

The Master’s Minute – Always Improving. Always Getting Better!

November 15, 2022 by Charles D. Keller

This past week was not a typical week at Master’s Advisors. Seven of our team members were attending a large Advisor Group Conference in Texas. Deb and I did our best to “hold down the fort” while they were gone. Conference events like this one provide industry-leading thoughts and ideas related to advanced planning & client servicing, back-office resources, and cutting-edge technology, and more. Participating in events like this one… Read More

Filed Under: Master's Minute

The Master’s Minute – What is Tax Planning?

November 15, 2022 by Garrison R. North

As we come to the end of the year, we are shifting our focus to year end planning. This involves cash flow allocation, charitable giving, and tax planning. We have a particular focus on tax planning given that taxes are the biggest lifetime expense most of us will pay. As we like to say around the office, pay your taxes to the IRS, but don’t leave them a tip! What… Read More

Filed Under: Master's Minute

The Master’s Minute – Give Your Dollars a Job to Do

November 15, 2022 by Jonathan Thompson

Here is a question for you: What is something that we all know is important, but that few of us make the time to do regularly? While I am sure that you can name a few things, the answer that I have in mind is budgeting. Budgeting is simply assigning jobs to each dollar you earn. If you do not give each dollar a job to do, you could find… Read More

Filed Under: Master's Minute

The Master’s Minute – Year End Planning: Give Strategically (Video)

October 19, 2022 by Lyle E. Hershey

Read the video transcript: Charlie: So Lyle, we find ourselves prepping for fourth quarter meetings, and in our total wealth management process, one of the items we hit fourth quarter as we talk with clients is generosity. And that’s something that I know is really important to you. It’s important to me. It’s been important to Master’s. Tell us a little bit about that. Lyle: Yeah, I think there’s a… Read More

Filed Under: General, Master's Minute

The Master’s Minute – This is Your Pilot Speaking…

October 11, 2022 by Charles D. Keller

Many of us have experienced the following event during a flight: “Good morning, folks, this is your pilot speaking. I have put your fasten seat belt sign on as we will be experiencing some turbulence.” The word turbulence is certainly an accurate description of the investment markets during the first three quarters of 2022! Sometimes it is helpful to pause and remind ourselves of the facts. The investment markets are… Read More

Filed Under: Master's Minute

The Master’s Minute – Steady, not Still

October 4, 2022 by Garrison R. North

One of the biggest challenges with investing is applying a consistent and logical approach without the influence of your current emotions. We think of long-term investing in years or even decades, but in real time, we are investors every day. It takes many days of discipline to add up to being a successful long-term investor. However, the principles for success in investing are similar to the principles many of us… Read More

Filed Under: Master's Minute

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Interim pages omitted …
  • Go to page 19
  • Go to Next Page »

Primary Sidebar

Categories

  • Behavioral Finance
  • Blog
  • Client Service
  • Current Newsletters
  • Faith Integration
  • Financial Planning
  • General
  • Investing
  • Market + Industry
  • Master's Minute
  • Master's News
  • Personal Development
  • Strategy
  • What's the Point?

Search Blog

Archives

Footer

Receive Master’s Minute Blog Articles Today

  • This field is for validation purposes and should be left unchanged.

480 New Holland Ave
Suite 7201
Lancaster, PA 17602

  • 
  • 

Contact Us

Albridge log in | Client log in

© 2023 Master’s Advisors • Developed by TinyFrog • Important Disclosures | Privacy Policy

Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Securities America Form CRS

Check the background of this firm on FINRA's BrokerCheck.